Top 10 Independent (IFAs) & Restricted Financial Advisers in Monmouthshire

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  • SFL Wealth Management

    Newbridge
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    512
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Beechwood
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    228
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Chepstow
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17094
    £100k+
    Can help with
    Pensions & retirement
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  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    259
    £50k+
    Can help with
    Pensions & retirement

  • Continuum

    Crosskeys
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Victoria
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    512
    £50k+
    Can help with
    Pensions & retirement

  • UNIQ Family Wealth

    Trowbridge
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    169
    £100k+
    Can help with
    Pensions & retirement

  • Continuum

    Trowbridge
    FCA verified
    James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
    95
    £0+
    Can help with
    Pensions & retirement

  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Risca west
    FCA verified
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    283
    £0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.